Project Blue

𝗡𝗲𝘄 𝗖𝗵𝗶𝗻𝗲𝘀𝗲 𝗳𝗹𝘂𝗼𝗿𝘀𝗽𝗮𝗿 𝘀𝘂𝗽𝗽𝗹𝘆 𝗶𝗻 𝗫𝗶𝗻𝗷𝗶𝗮𝗻𝗴 Xinjiang Huayou Mining is developing the Kuerle fluorite mining project with start-up set for the end of Q2. Xinjiang Huayou Mining is progressing fast with its Kuerle fluorite mining and acidspar flotation project in Ruoqiang County, Bayingol Mongol Autonomous Prefecture, Xinjiang, China. The company is conducting tenders for the tailings dam project in the mining area. The tentative start date for this is 15 February 2025, with the completion date scheduled for 30 June 2025. 💠Project Blue's Lungile Skhosana has provided more details here and examined China's efforts to satisfy demand amidst #fluorspar supply shortages - you can read more on our website here: https://lnkd.in/euX69eJG 💠And speak to our team to learn more about Project Blue's 𝗙𝗹𝘂𝗼𝗿𝗶𝗻𝗲 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 𝗦𝗲𝗿𝘃𝗶𝗰𝗲 and our long-term market outlook to 2050 for supply, demand and prices - email info@projectblue.com. #fluorine #batteries #criticalmaterials #energytransition

✨ Project Blue is delighted to be supporting and participating in the International Chromium Development Association Members Meeting 2025. Our Senior Analyst Tanisha Grace Schultz will present and share our insights into the latest market developments with attendees. Further information is below in the post from the ICDA: #chrome #criticalmaterials

📣 𝗝𝗼𝗶𝗻 𝘂𝘀 𝗻𝗲𝘅𝘁 𝘄𝗲𝗲𝗸 𝗶𝗻 𝗖𝗮𝗽𝗲 𝗧𝗼𝘄𝗻 📣 The Project Blue and Investec 𝗖𝗮𝗽𝗲 𝗧𝗼𝘄𝗻 𝗖𝗿𝗶𝘁𝗶𝗰𝗮𝗹 𝗠𝗮𝘁𝗲𝗿𝗶𝗮𝗹𝘀 𝗙𝗼𝗿𝘂𝗺 takes place next week on Tuesday 4 February at 13.30-17.00 at the Investec offices, 14 Dock Road, Victoria & Alfred Waterfront, Cape Town. 𝗢𝘂𝗿 𝗙𝗼𝗿𝘂𝗺 𝗶𝘀 𝗳𝗿𝗲𝗲 𝘁𝗼 𝗮𝘁𝘁𝗲𝗻𝗱 - join us to hear senior speakers present analysis and insights for Africa's role in critical material supply chains: 🔹𝗪𝗲𝗹𝗰𝗼𝗺𝗲 𝗮𝗻𝗱 𝗶𝗻𝘁𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝗼𝗻 - Marnus Terblanche Terblance, Investec 🔹𝗔𝗳𝗿𝗶𝗰𝗮'𝘀 𝗿𝗼𝗹𝗲 𝗶𝗻 𝘁𝗵𝗲 𝗲𝗻𝗲𝗿𝗴𝘆 𝘁𝗿𝗮𝗻𝘀𝗶𝘁𝗶𝗼𝗻 - Nils Backeberg, Project Blue 🔹𝗖𝗼𝗽𝗽𝗲𝗿 𝗮𝗻𝗱 𝗯𝘆-𝗽𝗿𝗼𝗱𝘂𝗰𝘁𝘀 - Loyce Mpangala and Ying L., Project Blue 🔹𝗧𝗮𝗻𝘁𝗮𝗹𝘂𝗺 - Kyle Pronk, Project Blue 🔹𝗧𝗶𝗻 𝗮𝗻𝗱 𝗧𝘂𝗻𝗴𝘀𝘁𝗲𝗻 - Luke Adriaans, Project Blue 🔹𝗠𝗮𝗻𝗴𝗮𝗻𝗲𝘀𝗲 𝗮𝗻𝗱 𝗖𝗵𝗿𝗼𝗺𝗲 - Tanisha Grace Schultz, Project Blue 🔹𝗟𝗶𝘁𝗵𝗶𝘂𝗺-𝗶𝗼𝗻 𝗯𝗮𝘁𝘁𝗲𝗿𝘆 𝗺𝗮𝘁𝗲𝗿𝗶𝗮𝗹𝘀 - Dominic Wells, Project Blue 🔹𝗗𝗿𝗶𝗻𝗸𝘀 𝗮𝗻𝗱 𝗻𝗲𝘁𝘄𝗼𝗿𝗸𝗶𝗻𝗴 ✅ Limited seats remain so be sure to register to secure your places - register here to join us next week: https://lnkd.in/extw6V9Y #criticalmaterials #energytransition

📱 𝗧𝗼𝗽 𝗖𝗮𝗹𝗹𝘀 𝗳𝗼𝗿 𝟮𝟬𝟮𝟱 - 𝗦𝗲𝗺𝗶𝗰𝗼𝗻𝗱𝘂𝗰𝘁𝗼𝗿𝘀 - 𝗕𝗲𝘆𝗼𝗻𝗱 𝘁𝗵𝗲 𝗦𝗶𝗹𝗶𝗰𝗼𝗻 𝗦𝘂𝗿𝗳𝗮𝗰𝗲 📱 Semiconductors are an undisputed critical component for every modern application, but the supply chain is increasingly complicated. TSMC will be ramping up its first fab plant in the U.S. in 2025 at a capital cost of $12 billion. Order books are already full going into 2026, while the second $28 billion plant is under construction. The ability to fulfil these orders, for data centres, EVs and electronics, will be dependent on securing the critical materials required, several of which have been caught up in China’s recent export bans. 🔹What is the relative supply risk for various #semiconductor materials? 🔹How does China's export ban impact the supply chain? 💡 Project Blue experts analyse this in more detail in our new 𝗧𝗼𝗽 𝗙𝗶𝘃𝗲 𝗖𝗮𝗹𝗹𝘀 𝗙𝗼𝗿 𝟮𝟬𝟮𝟱 analysis, in addition to key market developments in Myanmar, batteries, copper and titanium markets. ❇️ 𝗥𝗲𝗾𝘂𝗲𝘀𝘁 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝗿𝗲𝗽𝗼𝗿𝘁 𝗵𝗲𝗿𝗲: https://lnkd.in/gZvbPXGA 💠𝗔𝗻𝘁𝗶𝗺𝗼𝗻𝘆 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 𝗦𝗲𝗿𝘃𝗶𝗰𝗲 💠𝗚𝗮𝗹𝗹𝗶𝘂𝗺 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 𝗦𝗲𝗿𝘃𝗶𝗰𝗲 💠𝗚𝗲𝗿𝗺𝗮𝗻𝗶𝘂𝗺 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 𝗦𝗲𝗿𝘃𝗶𝗰𝗲 💠𝗜𝗻𝗱𝗶𝘂𝗺 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 𝗦𝗲𝗿𝘃𝗶𝗰𝗲 💠𝗦𝗶𝗹𝗶𝗰𝗼𝗻 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 𝗦𝗲𝗿𝘃𝗶𝗰𝗲 💠𝗧𝗮𝗻𝘁𝗮𝗹𝘂𝗺 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 𝗦𝗲𝗿𝘃𝗶𝗰𝗲 💠𝗧𝗶𝘁𝗮𝗻𝗶𝘂𝗺 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 𝗦𝗲𝗿𝘃𝗶𝗰𝗲 💫 And to learn more about our dedicated 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀 and long-term outlooks to 2050 for each of these markets, get in touch and our experts will be happy to speak further - email info@projectblue.com. #criticalmaterials #energytransition

Project Blue wishes a happy and prosperous Lunar New Year and Year of the Snake to everyone celebrating.

💎 Project Blue Founders and Directors Jack Bedder and Steven Seget are in Washington DC this week for a series of key meetings. ❇️ If you'd like to meet and discuss Project Blue's views and outlook for critical material and energy transition supply chains while they are in the US, please do reach out to them directly. #criticalmaterials #energytransition #geopolitics

Delighted to be hosting our 𝗘𝗩 & 𝗕𝗮𝘁𝘁𝗲𝗿𝘆 𝟮𝟬𝟮𝟱 𝗖𝗼𝗻𝗳𝗲𝗿𝗲𝗻𝗰𝗲 with the support of our sponsors and partners. More information and registration details: https://lnkd.in/ebKAwP65 #lithiumionbatteries #electricvehicles

💡 𝗧𝗿𝘂𝗺𝗽 𝗧𝗲𝗿𝗺 𝗧𝘄𝗼 – 𝗙𝗶𝗿𝘀𝘁 𝗪𝗲𝗲𝗸 𝗶𝗻 𝗥𝗲𝘃𝗶𝗲𝘄 💡 Our latest 𝗟𝗶𝗻𝗸𝗲𝗱𝗜𝗻 𝗡𝗲𝘄𝘀𝗹𝗲𝘁𝘁𝗲𝗿 examines what President Trump’s (second) first week in office reveals about the future of critical material supply chains. Make sure to subscribe to Project Blue's LinkedIn Newsletter to ensure you receive every edition with our analysis directly. 💠 If you have any questions regarding our analysis and market views, our team will be pleased to discuss further - email info@projectblue.com.

🌏 𝗧𝗼𝗽 𝗖𝗮𝗹𝗹𝘀 𝗙𝗼𝗿 𝟮𝟬𝟮𝟱 - 𝗠𝘆𝗮𝗻𝗺𝗮𝗿 - 𝗖𝗿𝗶𝘁𝗶𝗰𝗮𝗹 𝗦𝘂𝗽𝗽𝗹𝗶𝗲𝗿 𝗔𝘁 𝗥𝗶𝘀𝗸 🌏 Myanmar has been a hidden marginal supplier of critical materials to the world, supplying significant shares of antimony, rare earths and tin in 2024. The country exports raw materials across the border into China for processing before making its way in finished products to the rest of the world. It is an informal and often under-reported sector. 2025 could be a tipping point, significantly reducing this supply to the world as escalating conflicts in the resource-rich border states impact either mining activity, exports, or potentially both. 🔹How might this impact #antimony, #rareearths and #tin markets? 🔹And what is the outlook for these markets in 2025? 💡 Project Blue experts explore this in more detail in our new 𝗧𝗼𝗽 𝗙𝗶𝘃𝗲 𝗖𝗮𝗹𝗹𝘀 𝗙𝗼𝗿 𝟮𝟬𝟮𝟱 analysis, in addition to key market developments in semiconductor, batteries, copper and titanium markets. ❇️ 𝗥𝗲𝗾𝘂𝗲𝘀𝘁 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝗿𝗲𝗽𝗼𝗿𝘁 𝗵𝗲𝗿𝗲: https://lnkd.in/gZvbPXGA 💠𝗔𝗻𝘁𝗶𝗺𝗼𝗻𝘆 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 𝗦𝗲𝗿𝘃𝗶𝗰𝗲 💠𝗥𝗮𝗿𝗲 𝗘𝗮𝗿𝘁𝗵𝘀 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 𝗦𝗲𝗿𝘃𝗶𝗰𝗲 💠𝗧𝗶𝗻 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 𝗦𝗲𝗿𝘃𝗶𝗰𝗲 💫 And to learn more about our dedicated 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀 and long-term outlooks to 2050 for each of these markets, our experts will be happy to speak further with you - email info@projectblue.com. #criticalmaterials #energytransition

𝗖𝗵𝗶𝗹𝗲 𝗮𝗱𝗷𝘂𝘀𝘁𝘀 𝗶𝘁𝘀 𝗺𝗲𝗱𝗶𝘂𝗺-𝘁𝗲𝗿𝗺 𝗰𝗼𝗽𝗽𝗲𝗿 𝗳𝗼𝗿𝗲𝗰𝗮𝘀𝘁 𝗮𝗺𝗶𝗱 𝗼𝗻𝗴𝗼𝗶𝗻𝗴 𝗰𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲𝘀 Chile’s state-run #copper commission, Cochilco, released a downward revision for its ten-year copper production forecast to 5.5Mt vs a previous estimate of 6.4Mt, reflecting the ongoing challenges of the Chilean mining sector. Cochilco’s latest report projects Chile’s copper output at 5.8Mt in 2024, marking a 6% y-o-y increase, with peak production expected at 6.1Mt in 2027 before gradually declining to 5.5Mt by 2034. What factors are driving the downward revision and how will this impact Chile's position alongside other copper-producing nations? 💡 Project Blue's Erik Sardian and Loyce Mpangala have examined the latest data - read the detail here: https://lnkd.in/ecNhepxF Project Blue provides our regularly-updated 𝗖𝗼𝗽𝗽𝗲𝗿 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 𝗦𝗲𝗿𝘃𝗶𝗰𝗲 with our long-term outlook to 2050, as well as our 𝗖𝗼𝗽𝗽𝗲𝗿 𝗖𝗼𝘀𝘁 𝗧𝗿𝗮𝗰𝗸𝗲𝗿 with asset-by-asset cost breakdowns. ✨ Speak to our team to learn more - email info@projectblue.com. #criticalmaterials #energytransition Jon Barnes Thomas Batho Ying L.